+53,350.7%
NFLX vs IONS
+211.6%
+53,139.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -21.4% | +22.2% | +4.0% |
| 7D | +2.6% | -24.8% | +27.4% | +6.5% |
| 30D | -9.0% | -31.5% | +22.5% | -4.3% |
| 3M | -13.7% | -45.2% | +31.4% | -6.4% |
| 6M | -26.9% | -59.1% | +32.1% | -17.8% |
| YTD | -31.8% | -60.8% | +29.0% | -23.0% |
| 1Y | -42.1% | -57.9% | +15.8% | -35.4% |
| 3Y | +47.0% | -34.5% | +81.4% | +48.8% |
| 5Y | -2.5% | -8.8% | +6.3% | -7.9% |
| 10Y | +423.4% | -19.2% | +442.6% | +376.4% |
| All | +53,350.7% | +211.6% | +53,139.1% | +27,959.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling